AVP, Strategic Initiatives - Coordination and Delivery

AVP, Strategic Initiatives Coordination and Delivery, Hiring Manager: Jeff Cox (Pete Landry /  Judy Ricketts Org), 2025

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what’s possible with LPL Financial.

Job Overview

We are seeking a strategic, execution-focused Assistant Vice President (AVP) to join our Strategic Initiatives Management (SIM) team within our Client Compensation, Advisory Operations and Performance and Data Reporting (PDR) team.  This role is ideal for a consulting-minded professional who thrives in a dynamic environment and is passionate about driving enterprise-wide impact. As an individual contributor, you will lead the development and implementation of demand and capacity management capabilities, support high-priority initiatives, and partner with senior leaders to deliver measurable business outcomes.

Job Responsibilities:

• Partner with the SVP of Strategic Initiatives within Client Compensation, Advisory Operations and the broader Operations and Business organization to enhance project and program management capabilities.
• Design and implement a scalable demand and capacity management framework to intake, prioritize, and allocate our organizations resources effectively.
• Develop and maintain dashboards and reporting tools to provide transparency into demand trends, resource utilization, and delivery statuses.
• Frame complex business problems and opportunities using structured thinking, data analysis, and strategic insight
• Meeting facilitation and progress documentation ensuring deliverables are actioned and closed.
• Drive collaboration across internal teams and broader LPL teams to execute projects and other initiatives of varying complexities
• Lead or oversee priority project management efforts for SIM initiatives using appropriate PM methodologies
• Act as a change agent to promote adoption of SIM practices and broader transformation efforts.
• Support the creation of materials for Executive-level audiences on a variety of strategic topics.
• Identify opportunities for operational improvement and recommend actionable solutions

What are we looking for?

We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements:

• 5+ years of professional experience with project delivery, internal consulting or management consulting
• Bachelor’s degree or equivalent work experience required; business, finance, or analytics discipline

Core Competencies:

• Highly adaptable and comfortable working in a fast paced, dynamic environment with ambiguity
• Highly adaptable and comfortable working in a fast paced, dynamic environment with ambiguity
• Keen ability to manage large sets of tasks and able to prioritize and manage multiple projects requests of various size and scope

• Range of project-related skills that can be applied to our focus – including project management work in Agile / Waterfall / Hybrid environments and change management
• Strong organizational awareness and alignment with leadership priorities.
• Strong analytical and problem-solving skills with the ability to manage ambiguity and competing priorities
• Known for integrity and follow-through - "doing what you say you’ll do"
• Strong written and oral communication skills, with the ability to influence strategically
• Strong critical thinking, problem solving and decision-making skills

Preferences:

• Proficiency in project management tools such as Smartsheet, PowerPoint…also considering MS Project, Miro, Excel, Teams, Visio, MS Suite, Jira, and Confluence.
• Experience with working on multiple projects and adhering to strict deadlines
• Working on projects across various groups within the organization
• Experience managing multiple initiatives and influencing senior stakeholders
• Experience in a top-tier consulting firm or internal strategy/delivery function

 

Pay Range:

$96,788-$161,313/year

 

Actual base salary varies based on factors, including but not limited to, relevant s